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Attributes Most Valued in a Financial Advisor

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Manage episode 305467346 series 2076970
Content provided by Jason Labrum. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Labrum or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Jason and Alex kick off todays' show discussing a survey returned by Dimensional Funds that includes 13,000 investors and some of the important data that was derived from the survey. Find out what is important to people with regards to their advisor relationships. What attributes are most valued in a Financial Advisor:1. Understand Financial Needs and Goals2. Explains financial concepts in a manner that I can understandWhat does sense of security and peace of mind mean to you:1. Not run...
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237 episodes

Artwork
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Manage episode 305467346 series 2076970
Content provided by Jason Labrum. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Labrum or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Jason and Alex kick off todays' show discussing a survey returned by Dimensional Funds that includes 13,000 investors and some of the important data that was derived from the survey. Find out what is important to people with regards to their advisor relationships. What attributes are most valued in a Financial Advisor:1. Understand Financial Needs and Goals2. Explains financial concepts in a manner that I can understandWhat does sense of security and peace of mind mean to you:1. Not run...
  continue reading

237 episodes

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